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Surendra Phatak

CAM Dip.(Digital Media), MBA (Strategy), M.M.S. (Marketing), B.E.(Comp)

Email: surendra.phatak@gmail.com

Phone Number: (044) 07551012250

BRAND IDENTITY CREATION

Hyspec Engineering UK

Hyspec engineering is the leading provider of

sub-contract precision engineering services in

UK to Oil & Gas, Defence, Aerospace, Nuclear

and Renewables sectors

www.hyspecengineering.co.uk

Bahrain Financial Exchange

Bahrain Financial Exchange(BFX); located in

Bahrain Financial Harbour and launching in

2010, is the first multi-asset class exchange

in the Middle East region.

http://www.bfx.bh/

Singapore Mercantile Exchange

The Singapore Mercantile Exchange (SMX) is the

first pan-Asian multi-product commodity and

currency derivatives exchange situated in

Singapore.

http://www.smx.com.sg/

Bourse Africa

Bourse Africa is a commodity spot and

derivatives exchange to offer multi-asset class

trading in commodities, currencies, bonds and

diamonds based out of Botswana Africa. www.bourseafrica.com

Enterprise Solutions Group India

ESG is the Enterprise Solutions Group within

Financial Technologies group of companies which

provides customers with a technological edge in

the fiercely competitive market. http://www.ftindia.com/solutions/consultingSolutions/ESG/ESG.htm

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CORPORATE PRESENTATION

The first link below is Corporate Presentation for Hyspec Engineering which

was created as a part of a turnkey rebranding effort. The second link

contains presentation created for positioning the USD 4 Billion Financial

Technology group to potential customers and investors. I have created

similar presentations for other employers of mine

Hyspec Engineering Corporate Presentation

Financial Technologies Group Corporate Presentation

CORPORATE AV

This AV was created for as a branding aid to reemphasize the key brand

message which was “Think Markets, Think Financial Technologies”

Financial Technologies Group Corporate AV

ANNUAL REPORTS

I was involved in creation of the theme for 2 annual reports for Financial

Technologies India Ltd which is a publically listed organization with a

market cap of USD 4 Billion. The theme for the two reports was “value” and

“Think Markets, Think Financial Technologies” respectively. I was

responsible for creation of headings and non financial content in line with

the theme.

Financial Technologies Group Annual Report 2007-08

Financial Technologies Group Annual Report 2006-07

LEADERSHIP PROFILE

The purpose of this document (at the link below) was to project the caliber

of the Top Management team and the advisory council for one of my earlier

employers. I was responsible for conceptualization and standardization of

content to ensure uniformity among all the profiles

Financial Technologies Group Leadership Profile

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BROCHURES

The brochures at the link below are representative of the work that I have

done for all of my employers. The first one is a group level brochure

representing the identity of a USD 4 Billion financial markets group. The

next two are brochures focusing on the technology offering in specific

areas

Hyspec Engineering Sales and Marketing Brochure

Financial Technologies Group Corporate Brochure

Financial Technologies Exchange Solution Brochure

Financial Technologies Brokerage Solution Brochure

PRODUCT DATA SHEETS/ BROCHURES

The data sheets at the links below are representative of the kind of work I

have done in terms of sales support material for Technology Products. Each

of the documents below represents one technology solution offered by my

employers in the past

Clearing and Settlement - CnS

Currency Exchange Engine - FX- Direct

Distributed Order Matching Engine – Dome

Online Trading Application – Inet.net

Front Office Solution for Institutional Investors – ODIN IOB

Direct Market Access Solution – DMA

Online Risk Management Solution- Protector+

Front end solution for Broker’s clients – ODIN Diet

Front Office trading and Risk Management Solution – ODIN

Integrated Back office solution – Match

Digital Signature Solution – e-Hastkshar

Messaging Solution – STP Gate

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SOLUTION ARCHITECTURE

The flash animations at the links below represent the work done by me in

terms of creating technical architectures for Technology firms. These

illustrations have been creation from scratch in consultation with

technology teams and provide a unified view of the solution offerings from

the organization. The links below indicate the architecture at different

levels of abstraction from Complete Solution Bouquet to individual solution

offerings

Financial Technologies Solutions Architecture

Financial Technologies’ Exchange Solution Architecture

Financial Technologies’ Brokerage Solution Architecture

Financial Technologies’ Messaging Solution Architecture

Financial Technologies’ Direct Market Access Solution Architecture

CASE STUDIES

The links below showcase some of the case studies that I have created

working with client and technology teams.

Brokerage Solutions – Kotak Securities

Brokerage Solutions – Sharekhan Securities

Exchange Solutions – Multi Commodity Exchange Of India

Exchange Solutions – IBS Forex Ltd.

Exchange Solutions – Dubai Gold and Commodity Exchange

SAP customer competence center – Larsen and Toubro Ltd.

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ADVERTISING

The ads below have been created by me working with graphics and sales/

business owner teams. These are for multiple purposes including product

launches, award announcements, branding among others

Ad for launch of Pan African Financial Exchange-Bourse Africa

Branding ad for the Financial Technologies group as a creator of next generation financial exchanges

Ad for announcement of winning NASSCOM Innovation Award

Branding ad to emphasize the benefits of Financial Markets and organizations position as a pioneer

Ad for announcement of winning NASSCOM Innovation Award

Branding Ad1 with the key message “Think Financial Technologies, Think Organized Markets”

Ad to announce the recognition from World Economic forum as “ Global Growth Company”

Branding Ad2 with the key message “Think Financial Technologies, Think Organized Markets”

WEB COMMUNICATION

Mentioned below is a list of the websites which I have fully or partially

created and maintained. The list has websites of organizations of different

size and domain. It also includes few special purpose sites as well as

practice level sites

Hyspec Engineering UK

Financial Technologies Ltd. India

Bourse Africa , Botswana

Kale Consultants, India

SAP Practice-L&T Infotech, India

SOCIAL MEDIA INITIATIVES

Mentioned below are the links to the social media initiatives that I have

been involved in. The list includes web community initiatives, a corporate

blog as a personal blog.

Financial Technologies Web Community Initiative

Financial Inclusion and Network Operations Ltd.(FINO) Corporate Blog dedicated to financial inclusion

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Personal Blog dedicated to Social Media

RESEARCH REPORTS AND PAPERS

Frost & Sullivan report

This report was compiled in association with

Frost & Sullivan which is one of the leading

research firms in the financial sector.

Step by Step guide to

Direct Market Access

This was designed as a positioning tool for

positioning the organization as a pioneer in

the field of Direct Market access, a new

technology introduced in the financial

markets space in India. The document

answered the basic questions that anyone

would have with respect to the DMA

technology and was distributed at key

industry events.